Farther Finance Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
10,977
+758
| +7% | +$78.6K | 0.02% | 541 |
|
|
2025
Q1 | $1.11M | Buy |
10,219
+3,661
| +56% | +$397K | 0.03% | 465 |
|
|
2024
Q4 | $605K | Sell |
6,558
-684
| -9% | -$63.1K | 0.02% | 523 |
|
|
2024
Q3 | $743K | Buy |
7,242
+224
| +3% | +$23K | 0.03% | 447 |
|
|
2024
Q2 | $613K | Buy |
7,018
+1,466
| +26% | +$128K | 0.03% | 416 |
|
|
2024
Q1 | $469K | Buy |
5,552
+2,070
| +59% | +$175K | 0.03% | 410 |
|
|
2023
Q4 | $283K | Buy |
3,482
+783
| +29% | +$63.6K | 0.02% | 465 |
|
|
2023
Q3 | $203K | Buy |
2,699
+2,017
| +296% | +$152K | 0.03% | 385 |
|
|
2023
Q2 | $57.4K | Buy |
682
+230
| +51% | +$19.4K | 0.01% | 627 |
|
|
2023
Q1 | $41.1K | Sell |
452
-24
| -5% | -$2.18K | 0.01% | 661 |
|
|
2022
Q4 | $45.2K | Buy |
+476
| New | +$45.2K | 0.02% | 516 |
|